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Wasatch

Jun 2025 → Dec 2025 · 10 funds

Our archive holds 11 letters from Wasatch, behind 8 investment theses and positions in 64 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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11
Letters
64
Companies
7
Moves
8
Theses

10 strategies

Wasatch publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

What they bought and sold · 7 moves

  • TrimmedBaltic Classifieds Group PLC
    December 2025
    “Even so, we reduced the Fund’s position given the higher level of uncertainty.”
    Read the letter
  • TrimmedRami Levi Chain Stores Hashikma Marketing 2006 Ltd.
    December 2025
    “We reduced our position slightly in Rami Levi during the quarter but continue to hold the company.”
    Read the letter
  • TrimmedSheng Siong Group Ltd.
    December 2025
    “But as Sheng Siong’s valuations have increased, we have pared our position somewhat.”
    Read the letter
  • ExitedCidara Therapeutics, Inc.
    December 2025
    “We liquidated positions in both companies to lock in gains from the acquisitions and redeploy proceeds into other opportunities.”
    Read the letter
  • ExitedExact Sciences Corp.
    December 2025
    “We liquidated positions in both companies to lock in gains from the acquisitions and redeploy proceeds into other opportunities.”
    Read the letter
  • TrimmedRakuten Bank Ltd.
    September 2025
    “Although fundamentals for the company have been strong, we trimmed the position due to valuation.”
    Read the letter
  • TrimmedClearwater Analytics Holdings, Inc.
    June 2025
    “We continue to like Clearwater but lowered the stock’s weight in the Fund as we assess what the acquisition might mean for Clearwater’s business.”
    Read the letter

Companies held · 64

Every company Wasatch has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 8

  • Aditya Vision
    December 2025

    Aditya Vision is a leading rural electronics retailer with temporary headwinds easing and strong festive demand supporting the thesis.

    Read the full thesis
  • Max Healthcare Institute Ltd.
    December 2025

    Max Healthcare Institute operates a hospital chain with competitive advantages from high-caliber staff and complex-care focus, supporting continued growth.

    Read the full thesis
  • Benefit Systems SA
    December 2025

    Benefit Systems SA is a Polish employee benefits provider expanding internationally with disciplined management and reduced leverage, supporting continued ownership.

    Read the full thesis
  • JFrog Ltd.
    December 2025

    JFrog is a developer tools company with accelerating cloud revenue and platform adoption that supports long-term growth.

    Read the full thesis
  • Vital Farms, Inc.
    December 2025

    Vital Farms, Inc. produces pasture-raised eggs and butter with loyal customer demand and margin improvement potential despite lower egg prices.

    Read the full thesis
  • Medi Assist Healthcare Services
    December 2025

    Medi Assist Healthcare Services is a health-claims TPA whose recent acquisition may drive operational synergies and scalability despite short-term earnings pressure.

    Read the full thesis
  • Certara, Inc.
    December 2025

    Certara, Inc. is a biosimulation software provider seen as a less binary way to benefit from biotech innovation with potential leadership stability.

    Read the full thesis
  • MonotaRO
    September 2025

    MonotaRO is a promising company with a strong service proposition and growth strategy, poised to gain market share among both small and large business customers in Japan.

    Read the full thesis

Letter archive · 11

2025

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